Nicholas Shepard, financial advisor Nashua NH
93 score

Nicholas Shepard

CRD Number: 5296388
Current Firm: Edward Jones

Nicholas Shepard (CRD# 5296388) is an Investment Advisor Representative working at Edward Jones in Nashua, NH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2009 - Current 7
Rivier College Nashua, NH Sep 2005 - May 2009 3
General Nutrition Center Milford, NH Nov 2007 - Apr 2008 < 1
Rivier College Business Office Nashua, NH Oct 2007 - Dec 2007 < 1
National Life Financial Bedford, NH Dec 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Nicholas J. Shepard
Phone Number: 314-515-2000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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